Gallagher Fiduciary Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Buy	11,553 +2,723	+31%	+$384K	0.06%	53
2025 Q4	$1.27M	Buy	8,830 +1,168	+15%	+$169K	0.04%	80
2025 Q3	$1.08M	Sell	7,662 -34,074	-82%	-$4.51M	0.04%	76
2025 Q2	$5.28M	Sell	41,736 -710	-2%	-$78.8K	0.2%	30
2025 Q1	$4.38M	Buy	42,446 +208	+0.5%	+$23.6K	0.14%	41
2024 Q4	$4.91M	Buy	42,238 +4,070	+11%	+$474K	0.96%	25
2024 Q3	$4.31M	Sell	38,168 -5,536	-13%	-$608K	0.87%	25
2024 Q2	$4.94M	Buy	43,704 +592	+1%	+$62.3K	1.11%	19
2024 Q1	$4.49M	Sell	43,112 -3,380	-7%	-$342K	0.16%	29
2023 Q4	$4.47M	Sell	46,492 -2,900	-6%	-$258K	0.15%	25
2023 Q3	$4.05M	Sell	49,392 -442	-0.9%	-$37.9K	0.36%	24
2023 Q2	$4.33M	Sell	49,834 -8,382	-14%	-$661K	0.33%	25
2023 Q1	$4.4M	Buy	+58,216	New	+$4.01M	0.36%	25